Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Theresa has been with Merrill Lynch Wealth Manageement since 1982. She has dedicated herself in assisting clients with creating wealth management strategies, providing them with personalized attention.
Theresa uses her access to the investment resources of Merrill and the banking strength of Bank of America to help address the varies aspects of clients’ financial lives. She works with clients to help identify their primary goals including education funding, retirement assets, and trust services. Then, she commits herself to crafting strategies to help clients achieve desired outcomes, while building, managing, and preserving their wealth for current and future generations.
In addition to her attention in investing, you may also benefit from the experience of a Wealth Management Lending Officer, from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.
Theresa is a graduate of Saint Maria Gorretti High School in Philadelphia, Pennsylvania. She is married to Charles for over 30 years, who also works for Merrill Lynch. She has two sons, Ryan who is married to Michelle. Her youngest son is C.J who also is employed at Merrill and their dog Maddie.
Theresa works to provide an exceptional level of client care and service, and she invites you to contact her to see how her knowledge and service can help meet your financial needs.
St Maria Gorretti High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.